ANJOY FOOD (02648) rose more than 8%, reaching a new high of HK$73.5. As of press time, the stock was up 8.45% at HK$73.15, with a turnover of HK$21.79 million.

The company recently disclosed its third-quarter report, showing revenue of RMB 11.37 billion for the first three quarters, a year-on-year increase of 2.66%, and net profit attributable to shareholders of RMB 949 million. In the third quarter alone, revenue reached RMB 3.77 billion, up 6.61% YoY, while net profit attributable to shareholders rose 11.8% YoY to RMB 273 million.

BOC International noted that ANJOY FOOD's core business revenue remained stable in Q3, with new channels performing strongly. The company is driving growth through product innovation, adapting to channel changes and consumer demand with internal adjustments. With the peak season in the second half of the year, its performance is expected to improve quarter by quarter.

Notably, consumer sector attention has been heating up recently. Huaxin Securities pointed out that October's food price recovery narrowed the CPI decline, and the餐饮 supply chain industry has bottomed out, with key players leading the improvement. After nearly two years of adjustments, corporate performance stabilized in Q3 2025, as companies actively leveraged their strengths through product innovation, channel expansion, and strategic adjustments to initiate differentiated competition, with transformation results showing positive effects under brand and customer advantages. The firm recommends关注ANJOY FOOD (shifting from channel-driven to product-driven growth, with stable毛利率 for its premium fresh-lock products validating brand effects).